Table Of Contents

Customers
Orders
Products
Categories
Sub Categories
Currencies
Shipping Costs
Discounts
Redeem Vouchers
Bulk Email
Configuration
Transfer Orders
Site Content
Meta Tags
Reports & Exports

Optional Shop Addons Explained
Vouchers Explained
Your Customers Account - An Overview.

Welcome:

When you first enter the WebShop Admin panel, you are presented with a welcome page. At the very top (and visible on all pages) is the Securio Quickbar. This gives you the ability to quickly navigate your way around the site with forward and next buttons and to quickly search for a product or an order. Along the top are a number of links that take you to the various sections of the admin panel (all described below). You also have a message that alerts you as to how many orders you have had through the shop during the last 7 days and the number of recently registered customers.

Under this is a list of the available webshop addons. Any addons you have installed are flagged with a green tick. There is also a list of the recent and forthcoming updates and improvements to the Webshop.

Customers:

This page produces a list of customers, which you can sort by name or date registered and filter for specific keywords. There are a various number of options that you can access from this list:

• Manually Add Customer - This form allows you to add details of an individual.
• Account Details - This form allows you to edit name and address details of the selected customer
• Order History - A list of all orders made by the selectd customer with a selection of options to perform. This page can also be accessed from the "Orders" tab and will produce the same page without the customer filtered.
• Product History - Simply produces a list of all of the products and quantities that the selected customer has purchased.
• Delivery Addresses - This feature is only enabled if you have the "Alternate Delivery Address" addon installed. It produces a list of all of the addresses that the customer has. You can add, edit and delete alternate delivery addresses yourself.
• Address label - Simply produces a basic address label for you to print out and add to the despatched order.
• Send Password - Allows you to send the selected user a password reminder with an optional friendly message.
• Product Discounts - From here you can assign either a general discount (as a percentage) to a customer and stipulate the minimum order value this discount should apply to. If you want this discount to apply for any order amount, simply leave the benchmark amount to £0. From this page you can also assign custom prices to specific products. Simply add the price you want to the appropriate text box, tick the corresponding checkbox and press the Submit button.

Orders:

This page displays all orders processed through the system. The opanel on the left shows you the Order reference Number, the date and time the order was made, the type of order (either online, print and post, or till sale), the status of the order (incomplete, successful or failed), the total order amount and the name of the customer who placed the order. As well as this summary, there are a number of options that can be performed from this page:

• Archive - You can only archive orders that have been successfully despatched. By checking the archive tickbox and pressing the submit button simply moves the order off this page. You can always access these again by clicking on the "View Archived Orders" link at the top of the list.

Tracking/Processing Options

• Process Order - When you are packaging up the order, clicking this button will automatically update the order status and email the customer notification.
• Despatch - After you have clicked "Process Order", the button label changes to "Despatch". When you have posted the goods, clicking on this will again update the order status to "complete" and will email the customer telling them that their order has been shipped.
• Voucher Note - This option is limited and is only applicable if your order contains a ticket or redeemable voucher. Clicking this button performs the same actions as "Process Order" but the email to the customer gives them instructions on how to use and redeem their voucher.
• Cancel - This option simply cancels the order, making it available to archive and delete. It also emails the customer telling them that their order has been cancelled.

Actions

• View Details - This page displays the full details of an order including all of the products ordered, any discounts, shipping costs and a VAT breakdown. From, here you can also view printer friendly versions of the invoice and delivery notes.
• Order Status - Every time you perform an action on an order (process or despatch) the status is automatically updated. However, if you wish to send any updates to the customer you can manually send a status report and add notes. This will update the order status and email the customer with the notes you enter. Warning: Manually changing the order status may make disable certain options.
• Trans Status - You can manually change the order transaction status. Sometimes the "handshake" may fail between an online payment merchant and the Webshop when the customer is redirected back to the site, or there may be a number of reasons why an order could come in as incomplete. You can update this at any time by selecting the required status. You can optionally email the customer a message informing them of this action.
• Delivery Note - Clicking on this link opens up a printable delivery note for you to send with the order if needed. The delivery note is just a list of products and quantities that are being shipped with the current order.
• Invoice - Clicking on this link opens up a printable version of the invoice for the customer.
• Address Label - This is a combination of the delivery address label and the invoice, which you can fold up and package on the order.
• Process Return - If you have a returns policy in your company and a customer decides to return goods, this option allows you to select the quantities or price elements of an order and marked them as returned. The relevant order details will be updated.
• Process Card - This is only available if you have the optional Securio CC Secure add-on and are processing credit cards yourself. This link opens up a secure administration, which lists all the credit card transactions and their respective order numbers. You need to process all the necessary card details through your card reader and then manually process or cancel the order in the main shop admin, depending on the valid authentication of the card.
• Re-Send Emails - This link takes you to a page where you can re-send all the various order related emails to your customers, should they need it for their records. You can send the following emails to the respective customer:
  1. A link to their online invoice (they can access this any time through their Account)
  2. Successful Order Confirmation (originally sent when they successfully complete the payment process)
  3. Failed Order Notification (originally sent if their credit card details have not been accepted)
  4. Processing Order (originally sent when you click "Process" from the admin)
  5. Processing Voucher (originally sent when you click "Voucher from the admin)
  6. Order Despatched (originally sent when you click "Despatch" from the admin)
  7. Order Cancelled (originally sent when you click "Cancel" from the admin)
  8. Order Re-Instated (originally sent when you click "re-instate" after you have initially cancelled an order)

Other Options

There are a few other links at the top of the list of orders.

• View Archived Orders - By default only "live" orders are displayed. Clicking on this link simply re-filters the list to show all archived orders. When viewing archived orders you can click "View Live Orders" to go back to the default view.
• Print Stock Picking List - This is also availabkle from the "Reports & Exports" section. It is a report that is intended for the warehouse (if you have one) and details all of the products to be picked.
• Delete Archived Orders - This page simply brings up a list of orders that have been archived and allows you to clear them off the system to save space. Only failed or incomplete orders can be deleted. Warning: This action permanently deletes the order and it cannot be retrieved!
• Multi-Process Orders - This displays a list of live orders that are waiting to be processed. You can select multiple orders and click submit. This performs the same action as clicking the "Process Order" button on the main order screen but performs the action on several orders at a time. It is purely a time saving feature!
• Multi-Despatch Orders - performs the same action as hitting the "Despatch" button on the main order list but allows you to perform the action on several orders at once. Like the multi-process option, this is simply a time saver.

Products:

This page gives you a list of all of your products. You can sort by name or date added. You can also search for products by category, sub category or keyword. There are many options available to you as far as the products are concerned. These are as follows:

View Options

• Add a Product - This takes you to a form that allows you to add details to a product. Full details of product options are listed further down this section.
• View Out of Stock Items - By default only in stock items are displayed. Clicking this link simpy re-filters the list to show products with a stock quantity of 0. When you are viewing out of stock items, you can click on the "View In Stock Items" link to return to the default view.
• View All Items - This option simply removes all filters from this list and displays all products regardless of whether or not they are in stock.
• Sort Orders - This feature provides a matrix of your products and all the categories and sub categories they fall under (you can assign a product to multiple). You can enter a numeric value to sort the items on the front of the website (where 1 is the highest). By default, all products are sorted alphabetically on the website.
• Product Chart Config - This option is only available if you have the Product Chart Addon. It allows you to choose the number of products to display in the chart, the time period (1 day, one week, one month, 1 year or all time) and whether or not to display the sales count. The product chart option is available at an additional cost and will need to be manually configured into your webshop.

Edit Options

• Stock - This is purely forbasic stock management. Enter the quantity of each product. Every time an order is despatched the stock quantity is reduced accordingly. Once this stock value reaches 0, the item will not be available of the website.
• Featured - By checking this box you are saying that you want to feature this product more prominently on the site. By default the shop list will display the featured items and if you have a custom design, we can disply the featured products on the home page.
• Live - Checking this box will activate the product on the website. By unchecking it you are removing (or hiding) the product from the website.
• Edit Reviews - This option is only available if you have the "Product Reviews Addon". If a customer places a product review on the site, you will be emailed notification and you will need to moderate the review and either check it as live or delete it. Alternatively you can add reviews yourself from the admin.
• Edit Meta - If you are trying to optimize your webshop for the search engines, this is where you can add your meta title, description and keywords. The title should be descriptive (the name of the product for example). The meta description should be a brief sentence describing the product with the keywords you are trying to target. The keywords should be a comma delimited list of between 9-12 relevant words.
• Edit Details - You can edit all areas of the product details from this form. There are a number of additional links from this page to edit other aspects of the product's details:

Edit Links

• Meta Tags - takes you to the same section as the "Edit Meta" link from the product link page. Allows you to edit the meta tags for the specific product detail page.
• Categories & Sub categories -
• Images - By using the "Browse" button you can locate images from your computer and upload them to the shop. Only GIF and JPG files will be accepted and images will automatically be scaled down to 300 pixels to they fit in the shop.
• Downloadable Files - This section is only available if you have the "Downloadable Products Addon" installed. This form allows you to upload files for a particular product. When a customer purchases this product from the shop, the files will be available to them from the "My Account" area on the website.
• Multiple Price Options - This is a more advanced feature of the "options" field on the product add/edit page. If your various different options have different prices, it is best to add them in this section. You will be prompted to add a description and price. You can add as many options as you like. In order for your customers to be able to add this same product with different options more than once to their shopping basket, you will need to check "Allow Duplicates in the shopping basket" from the configuration page.
• Related Products - This page will list all the other products you have in your shop with a checkbox next to them. By checking these boxes, your customer will be able to these products underneath the product being viewed on the detail page of the shop. This only works one way so if you have selected Product B to be related to product A, you will also need to assign Product A to be related to Product B (but only if you want to!!).

Product Detail Options

• Name - The name of the product
• Introduction Text - A basic introduction of the product if required. A summary of this will appear on the shop list page and the detail page.
• Full Description - Full details and description of the product. These will appear on the product detail page.
• Additional Features - Any additional features required. For example, if you are selling a music CD, you could add the track listing here.
• Ref No. - A unique product code to easily identify this product.
• Options - A comma delimited list of options. For more detailed options with individual prices choose "Multiple Price Options" from the top of the edit page.
• Allow Secondary Options - If you have entered multiple options using the field above and you want to allow customers to choose a secondary option in case their first choice is out of stock, simply check this box. The order will come in displaying something like "small OR large".
• Weight - You can add a weight in KG to any product. If you have any discounts or shipping premiums dependent on weight, this field is used to calculate them.
• Price - This is where you add the price (NET of VAT) of the product. You can use the + and - links next to this field to remove the VAT on a price if you don't know how to work out the NET amount.
• Shipping Premium - You can add an additional premium to a product. Any number entered into this box will be added to the amount entered in the "Price" field above.
• Reason for Premium - If you have added a product-specific premium, you can explain to your customers why the premium has been added. This text will be displayed on the site.
• Personalisable - If you are selling products that can be customized (for example if you are selling items of clothing where a customer can choose to have their name printed on them), simply check this box. The user will then be able to choose their personalisation.
• Personalise Text - You can label this option on the website with something like "Enter your name".
• Personalise Price - By default this feature is free. Entering an amount in this field will add the desired amount to the product price if the customer enters something into the personalised text box
• Character Limit - Entering a numeric value in this text box will limit the number of characters (letters or numbers) that the customer can enter. The maximum is 255.
• Redeemable Gift - If the product is being used as a ticket or a redeemable voucher, check this box.
• Redeemable Voucher Image - If you have selected this product to be redeemable, you can optionally upload an image to appear on the top of the voucher. This just makes the voucher or ticket look better and more professional.
• Preview Voucher - If your product is a voucher or ticket and you have uploaded an image, clicking on this link will give you a preview of the ticket that the customer will see.
• Expiry Date - If your product has a limited life (a voucher or ticket for example), enter a date in this dropdown menu. This will not delete the product but will just make it disappear off the website. You can adjust or remove the expiry date at any time.
• VAT Exempt - By default the Webshop adds VAT to the NET price that you enter. By checking this box tells the system not to add VAT to the product.
• Free Delivery - Checking this box will exclude the product from being included in the shipping cost calculations.
• Featured - If somebody views your shop page without selecting a category or sub category or any other type of filter, the featured products are displayed. If you have a custom design for your website, we can also display featured products on a specific custom page.
• Live - Does exactly what it says! Once you have entered all of your product details from the admin, checking this box will make it appear on the website ready for your customers to purchase.

Categories:

Clicking on this link will take you to a page that has, at the top, a text box for you to type in the name of a new category. If you wish to do this, add the name of the category and press "Add".

Below this is a list of all existing categories and a checkbox next to each one. If you wish to edit categories, make changes to all the ones you wish and then press the "Submit" button below the list. If you wish to delete any categories, simply check the box next to the appropriate one and press "Submit". Please note that if you edit a category and also check the box next to it, you will delete it!

You can also add content management to category pages. By clicking on the "Manage Content" link you are taken to a section where you can edit unlimited articles (image and text). This feature is described in full detail in the "Site Content" section of this help file.

Sub Categories:

Clicking on the "Sub Categories" link will take you to a page that has, at the top, a text box for you to type in the name of a new sub category. If you wish to do this, add the name of the new sub category and press "Add".

Below this is a list of all the existing sub categories and a checkbox next to each one. If you wish to edit any sub categories, make changes to all the ones you wish and then press the "Submit" button below the list. If you wish to delete any of the sub categories, simply check the box next to the appropriate one and press the "Submit" button.

You can also add content management to category pages. By clicking on the "Manage Content" link you are taken to a section where you can edit unlimited articles (image and text). This feature is described in full detail in the "Site Content" section of this help file.

Currencies:

By default, the WebShop shows currencies in Pounds Sterling (GBP), US Dollars (USD) and Euro's. On this page you can view the current exchange rate (courtesy of www.xe.com) and edit the dollar rate and euro rate accordingly. Warning: It is entirely up to you to ensure that you keep up to date with the exchange rate. Datapartners will hold no responsibility for any inaccuracies.

Shipping Costs:

There are four shipping options. The mandatory one is "standard by territory" (although you can choose not to use this by setting all the prices to £0). There are also three optional shipping options.

1. Standard by Territory - There are four regions: United Kingdom, Europe, North America and Rest of World. You must choose your standard shipping premium for each territory. The territory on the website is determined by where the customer is from.
2. By Order Amount - You can specify various benchmark prices and the shipping amount should that benchmark be reached. For example, Amazon have a system whereby if you spend of £15, then you get free shipping. You could say, again for example, that all orders over £0 have a £10 shipping premium but any orders over £10 have a £5 shipping premium etc.
3. By Order Weight - You can assign a weight (in KG) to a product. The shopping basket will automatically add up the combined weight of an order. You can say, for example, that any order over £10KG will have an additional shipping premium of £5.
4. By Order Quantity - This option is very similar to the order amount but it is based on the number of products that a customer has purchased. You could say, for example that if a customer orders over 100 items in one go, their shipping could have a different value to the standard.

Please not that these shipping options are cumulative. I.e. if you enter values in all four options and all four of those apply to an order then all shipping premiums will be added together.

Discounts:

This optional feature is useful if you want to incorporate a strategic selling scheme on your WebShop. There are 5 different options available:

1. By Order Amount - You can apply a discount as a percentage if the total order amount is over a certain threshold. For example you could say that if someone places an order of £100 or more they are entitled to a 5% discount.
2. By Order Weight - You can apply a discount as a percentage if the total order is over a certain weight threshold (measured in KG). It is more likely that you would actually want to increase the shipping premium if this was the case, due to the extra cost you would entail, but this option is here nevertheless!
3. By Order Quantity - You can apply a discount as a percentage if the customer has ordered over a certain number of items in one transaction. For example you could say that if someone has ordered over 100 items they are entitled to a 5% discount.
4. By Promotion Code - You can create as many promotional codes as you like and hand these out as you please. You simply need to enter a title for the promotion, a unique code and stipulate whether this discount is a monetary sum or a percentage. When a customer places an order they will be asked if they have a promotional code and to enter this code on the checkout. If the code matches then the discount will be applied to the order. There is strict validation on this to ensure that the same code cannot be used by the same person more than once. However, a promotion code may be used several times by different people.
5. By Customer - This feature is available from the customer list and is titled "Product Discounts". You can either choose an overall percentage discount for a customer (that applies over a certain threshold) or you can specify unique prices for specific products.

Please not that these discount options are cumulative. I.e. if you have set up several discount options an order is placed that fulfils all discoun requirements then all discount amounts will be added together.

Redeem Vouchers:

There are two ways for customers to redeem vouchers. They can assign a voucher to someone to use online themselves (in which case this procedure is automatic and you don't have to worry about it!). The second method is for them to print the voucher and use it in one of your stores.

Once the customer has come into your store and used the voucher, you must go into the WebShop admin panel and click on the "Redeem Vouchers" link from the navigation bar. Enter the Voucher number (which can be found on the voucher). You will then be presented with a screen that gives you basic details for that voucher. Simply click the "Redeem" button and that voucher will be marked as "Used" and cannot be used again.

If you enter a voucher number and it does not appear in the list, this means that the voucher is either invalid or has already been redeemed.

Bulk Email:

This is just a simple email form that allows you to send a basic plain text email to all your registered users (only those who have opted in to receive information). Simply type in a subject and a message and press the "Send Message" button. If you want to preview the message before sending it, check the box labeled "Preview".

This feature is limited to 150 customers. Once you have more than 150 customer in your database, you will need to upgrade to our dp.mailermatic product.

Configuration:

This section of the admin allows you to control certain aspects of your Webshop experience. Due to requests from our many Webshop users, this is an area that is often expanding to include more options to make the Webshop a better product for you!

Email Options

• Global Email Footer - This is where you can add your own signature and the (now mandatory) legal disclaimer. This text will appear at the bottom of every email sent out by the Webshop.
• Voucher Terms & Conditions - This only applies if you have products that are vouchers or tickets. You can enter some basic terms and conditions that will appear on the bottom of every ticket when they are printed.
• Send Copy of customer order emails to administrator - Every time an update is made to the order status, an email is sent to the customer to keep them updated on their order. Checking this box will send you a copy of all of these emails.

You can also add a custom message to the top of all of the emails that are sent out from the webshop. These include:

• Custom Text for Successful Orders
• Custom Text for Failed Orders
• Custom Text for Orders being Processed
• Custom Text for Despatched Orders
• Custom Text for Cancelled Orders
• Custom Text for Reinstated Orders

Display Options

• Display Recommendations - Checking this box will display a list of other products that your customer might be interested in based on what they have added into their shopping basket and what they have ordered in the past. These recommended products will appear on the shopping basket page and the order confirmation page.
• Display Recently Viewed Items - Checking this box will produce a list of products that the customer has viewed whilst in your shop, offering them a quick link back to any products that they might be interested in. This feature will be displayed at the bottom of all shop pages.
• Display Stock Quantity on the site - Checking this box will put a display on the shop to inform the user how many products are available.
• Disable "Add to Order" button when stock qty is 0 - This option is checked by default. If you run out of stock, customer will no longer be able to purchase the item. If you know you are always going to have ready stock you can disable this option by unchecking the box. It is up to you to keep your stock quantity updated, which can be done from the product edit page.
• Hide Buy Button and Qty on Shop list page - You can force your customers to view the product details by not displaying the "Buy" button on the list page.
• Hide No VAT Image - If you have marked any of your products to be exclusive of VAT, by default an icon will appear to inform your customers that the product is VAT exclusive. You can hide this image by checking this box.
• Hide Other Currencies - By default the Webshop displays prices in Sterling and gives the equivalent prices in US Dollars and Euro's. If you don't want to display these other currencies, you can disable them by checking this box.
• Number of Products to List - By default, 10 products are listed on the shop page. You can enter any number above 0. This option is only applicable if you have the verticle or horizontal shop layout. Users who have the quad layout will not have this feature (for obvious reasons!)
• Hide Qty Box and Order Button when Stock qty is 0 - Does exactly what is says on the tin! If any of your stock levels reach zero, you can still have them display on your site but prevent people from adding them to their shopping basket.
• Display text if stock qty is 0 - If you have checked the option above, you can display a global "out of stock" message in place of the quantity box and order button.
• Display Text if product Price is 0 - If you are using the shop as more of a reference site or you just have products that are free, you can display some text in place of the £0 price.
• Destination for "continue shopping" button - By default the continue shopping button takes your customer back to the default shop list, which will display any featured products. You can enter a full URL path in here to redirect users to any page you like.
• Website Logo - This option is only applicable if you are using the standard Webshop template. If we have built a custom design for you, this option will not work. Upload your own header image to the website. The optimum width is 770 pixels wide.

Order Options

• Hide Print & Post Option - By default the webshop gives your customers the ability to pay online or print and post. Why anyone would want to shop on a website and then print out their order and post it is beyond me, so we have built this option to allow you to disable this feature.
• Hide Credit card option on Print & Post Form - Another potential problem with print and post orders is that you may not have the facility to process credit cards yourself. Checking this option will hide the credit card details section of the P+P form and just leave the "Make Cheque Payable To" line.
• Allow Duplicates in the Shopping Basket - By default, any time a customer places the same product into their shopping basket the system simply adds 1 more to the quantity. Checking this box will over-ride this default and will add a new line to the shopping cart instead. This would mainly be useful if you have chosen to add multiple price options to a product and want to allow your customers to add each to their basket.
• Allow customer to add delivery instructions - If you want to give your customers the ability to specify specific requirements for their order, check this box and it will produce a text area for the customer to enter their instructions for you. These instructions will appear on the order detail.
• Allow customer to defer the shipping date - Checking this box will produce an option on the customers checkout page where they can choose their own delivery date. This option is useful for selling trade items to suppliers. This deferred date will appear on the order detail.
• Custom Deferred Date - You may want to set a standard defer date rather than allowing your customers to choose their own. Selecting a date from here will display a simple checkbox on the website, rather than a date selector.
• Custom deferred date message - If you have chosen to specify your own deferred date option, you can write a quick explanation about what it is. For example "click here to defer your order until Christmas".
• Prevent Foreign Online Orders - Being a web-based application, a huge power is the ability to seel you products globally. Howver, if you do not have the resources to ship to foreign countries (or you just don't like foreigners!), check this box and it will prevent any customers outside the UK from making an order. A message will appear at the checkout informing the customer of this.
• Message to Display to Foreign Users - If you have chosen not to accept orders from abroad you can add a custom message here. If you leave this blank the default message will appear.

Transfer Orders :

If, for some bizarre reason, a customer decides to register two different accounts and place orders under both, this facility gives you the ability to transfer an order from one customer to another. Simply enter the unique customer ID of the customer that you wish to transfer the order to and enter the unique order number that you wish to transfer. The system will re-assign the order to the chosen customer.

Site Content:

Create Custom Pages

A big advantage of this WebShop facility is the ability to add, edit and delete pages to your site.

On the left hand side of the page, there are two boxes; one to enter a title for the page and the other to name the page (for admin purposes). To add a new page, simply fill in these two items and press "Add Page". Your page will now appear in the list below. This will also appear on the left navbar on the front of your website. You can change the sort order of these links by clicking on the up and down arrows.

To edit the content of a page, simply click on the page title and the page content will appear in the big text area to the right.

This text area has all the features of a word processor, allowing you to insert tables, bullet points, change font colours and even allows you to drag and drop images into it!

Once you have created your content, press the "Update Page Content" button. To delete a page check the box next to the page you want to remove and press the "Delete Selected" button underneath (you can delete more than one page at a time).

Please note that this content management system is only applicable to this application and has fairly basic features. For a full content management tool, have a look at the Securio Content Manager.

Categories & Sub Categories Content Management

This feature allows you to add article style content to your shop pages. It is based on the dp.litesite module, allowing you to add paragraphs of text with an optional image.

1. From the main "Content Management" page choose one of the categories and sub categories.
2. Add a title for the article. This will make it easier for you to identify.
3. The new article title will appear in the list with two icons.
4. Clicking on the image icon allows you to locate an image from your computer and upload it. You can add an optional link to the image and add ALT text.
5. Clicking on the text icon allows you to add a block of text. You can also choose whether to have the text left or right aligned to the image.

You can add as many articles as you like to each category and sub category. You can add text on it's own without an image and vise versa.

These articles will be displayed under the correct category or sub category above the product list.

Meta Tags :

To help make your shop as search engine friendly as possible you can add your own meta tags to most pages on the site. Meta data is what the search engines read when they spider your site and add it to their index. When people search for things, they will be using "key words" to find what they are looking for. It is important to try to anticipate what you think people will type into search engines to find you and use these in your title, keywords and description.

There are three sections of the site for adding the meta title, meta keywords and meta description:

1. Product List Page
2. Product Detail Page (also available from the product list page in the admin)
3. Custom Pages.

Reports & Exports:

This is the section of the admin where you can view various reports to do with stock and sales. From this section you also have the ability to import customer or product data from external sources and export your Webshop data to CSV files.

This is an area where your feedback is most welcome and we can, at the descretion of our Web Development Management, create reports to suit your needs.

Optional Shop Add-ons Explained:

As well as the many features that are built into the Webshop, there are a number of additional add-ons that will plug straight into your site giving extra power to the already mighty product!

These optional add-ons are displayed on the home page of your admin. You can view full details for each add-on by clicking on the relevant icon.

Vouchers Explained:

As mentioned in the "Products" section of this help file, you can select a particular product to be a voucher by checking the "Redeemable Gift" checkbox and optionally uploading an image for the voucher.

Vouchers will appear on the webshop like normal products. The only difference is that after your customer has paid for their goods and returned to the "thank you" page, there will be a message stating that they have vouchers to process and asking them what they want to do. They have two options. They can either keep the voucher or assign it to a friend.

If they choose "keep" one of two things can happen:

1. They can either print the voucher and use the printed version in an outlet (or use them as a ticket for an event), in which case you will need to manually mark it as having been used by going to the "Redeem Voucher" section in your admin and entering the unique voucher number..
   
2. They can use it to take the value amount off a future webshop purchase. When they get to the checkout page in a future order it will highlight that they have a redeemable voucher to use. If they check the box, it will deduct the voucher amount off their order. This will automatically mark the voucher as redeemed so you don't need to do anything.

If they choose "assign", they will be prompted to raise an account for somebody else who will be able to perform the two actions mentioned above.

Your customers can do this process at any time by logging into their account.

Your Customers Account - An Overview:

Your customers have full control over their account. After logging in they can go to "My Account" where they have access to the following areas:

• My Details - This form allows them to update their personal information, including name, address, email, password and to subscribe or unsubscribe from receiving mailings from you.
• My Orders - This page lists all of the orders the customer has made, with the latest at the top. They can view the details of each order, view a printable VAT invoice (if applicable), pay for any incomplete orders made,and track the progress and order status.
• My Recommendations - This page simply lists other products that the customer may be interested in based on their previous purchases. You can optionally select to show these recommendations on the shopping cart page and the order conformation page by selecting the option in the admin.
• My Reviews - This option is only available if you have the Product Review Add-on. For every product that the customer has purchased they can write a review on it and give it a star rating out of 5. Every time a review is added or amended, an email is sent to you informing you that a review has been submitted. You can then moderate the review and mark it as live so it appears on the website. All reviews submitted by customers must be moderated by you before they will appear. You can also add reviews yourself from the admin by clicking on the "Reviews" link on the product list page.
• My Wishlists - COMING SOON!
• My Downloads - This option is only available if you have the Downloadable Products Add-on. All products that your customers have purchased that have downloads will appear in this list for them to download. Only downloads from successfully paid for orders will appear in this list.
• My Price Lists - From this page, your customers can have a quick glance at all products in your shop and their prices. If you have set up any customer-specific discounts, they can also view their custom price list.
• My Vouchers - This page will list all unprocessed vouchers that the customer has purchased and kept for themselves. They can print these vouchers at any time or redeem them on the Webshop.
• Assign Vouchers - This page lists all of the vouchers that your customer has purchased an has yet to either keep or assign to someone else. They can perform either action at any time. For more information, read the "Vouchers Explained" section above.